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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,816 | $97,761-42.9% | $83,850-33.4% | $135,382-58.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.24% | 1287.44%-1295.7pp | 850.92%-859.2pp | 519.77%-528.0pp |
| Employer contribution / active EE | $8,000 | $4,222+89.5% | $3,631+120.3% | $4,779+67.4% |
| Participant deferral / active EE | $7,189 | $4,682+53.5% | $4,082+76.1% | $5,609+28.2% |
| Admin fee / account holder | $1,414 | $6,674-78.8% | $5,478-74.2% | $10,829-86.9% |